Scope of Services
Describe deliverables, service locations, schedule, measurable service levels, and any excluded activities so work expectations are explicit and auditable.
A well-drafted Client Services Agreement Leach SODEXO reduces ambiguity about responsibilities, protects confidential information, establishes payment and liability limits, and creates measurable service expectations. Clear terms lower the risk of disputes and support regulatory compliance for industries with special obligations such as healthcare or education.
Typical users include procurement, facilities, legal, and on-site managers who coordinate scope, pricing, and signatures.
Different stakeholders sign different sections; ensure each party completes the fields relevant to their role before routing for final signature.
Typically a director of operations, procurement officer, or authorized contract manager. This person confirms site details, accepts the pricing schedule, and binds the client entity to payment and service obligations.
An authorized representative of the Leach SODEXO service provider or affiliate. This signer confirms service capacity, insurance coverage, and accepts operational responsibilities and indemnity language.
Describe deliverables, service locations, schedule, measurable service levels, and any excluded activities so work expectations are explicit and auditable.
Specify payment amounts, billing intervals, accepted payment methods, late fees, and invoicing contact details to avoid disputes over compensation.
Set the agreement start and end dates, renewal mechanics, termination for convenience and cause, and any cure periods for defaults.
Define confidential information, permitted disclosures, duration of confidentiality obligations, and data protection obligations for client data.
Allocate risk through indemnity clauses, liability caps, exclusions, and carve-outs for gross negligence or willful misconduct.
List required insurance types and limits, proof of coverage, and industry-specific regulatory requirements such as HIPAA or OSHA where applicable.
| Field | Configuration |
|---|---|
| Signature Field Placement | Place one signature block per party on signature page. |
| Signer Order | Use sequential routing when approvals must follow a chain. |
| Authentication Level | Email for low-risk; SMS or KBA for higher assurance. |
| Retention Settings | Enable automatic export to secure storage and audit logs. |
Ensure file formats, integrations, and accessibility settings match your environment and regulatory obligations before distribution.
Use an eSignature platform that produces tamper-evident signed PDFs, maintains an audit trail, and supports your required integrations and authentication levels.
Save executed agreements as PDF/A and native DOCX for editability and long-term preservation; retain a complete audit trail.
Attach insurance certificates, W-9 or W-9 equivalent, vendor authorization, and applicable exhibits or SOWs to the executed file.
Maintain a change log noting amendments, dates, and signer approvals to avoid disputes about effective terms.
Export signed copies to a secure enterprise repository with access controls and retention policies.
A university centralized food services under a single contract to standardize billing and hours.
A healthcare system added a HIPAA BAA and incident response exhibit before the service start date.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |